Dimensional Etf Trust shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $459k | 12k | 37.77 |
| 2025-06-30 | $428k | 12k | 35.56 |
| 2025-03-31 | $298k | 9.0k | 33.14 |
| 2024-12-31 | $304k | 9.0k | 33.79 |
| 2024-09-30 | $251k | 7.4k | 34.07 |
| 2024-06-30 | $236k | 7.4k | 31.99 |
| 2024-03-31 | $229k | 7.2k | 31.61 |
| 2023-12-31 | $221k | 7.7k | 28.61 |